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115 changes: 115 additions & 0 deletions partner_contract_anniversary/README.rst
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============================
Partner Contract Anniversary
============================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:b636c7a029d6112ebc27c732b83cfe8121cf149cf7e7d416947b222c36012302
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
:target: https://github.com/OCA/contract/tree/18.0/partner_contract_anniversary
:alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/contract-18-0/contract-18-0-partner_contract_anniversary
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/contract&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds contract anniversary tracking to partner records,
automatically calculating the first contract date and current year’s
anniversary date. It includes a dedicated Contracts tab in the partner
form and allows filtering by anniversary dates, useful for renewals and
customer relationship management.

**Table of contents**

.. contents::
:local:

Usage
=====

Viewing Contract Dates
----------------------

1. Navigate to **Contacts** → **Contacts**
2. Open any partner record
3. Click on the **Contracts** tab to view:

- **First Contract Date**: The earliest contract start date
- **Contract Anniversary Date**: This year's anniversary date
(automatically calculated)

Searching by Anniversary Date
-----------------------------

1. Go to **Contacts** → **Contacts**
2. Click the **Filters** button
3. Select **Advanced Search**
4. Use the **Contract Anniversary Date** field to:

- Find contacts with anniversaries on specific dates
- Filter for upcoming anniversaries
- Identify contacts without contracts

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/contract/issues/new?body=module:%20partner_contract_anniversary%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* ACSONE SA/NV

Contributors
------------

- Souheil BEJAOUI <[email protected]>
- Samir GUESMI <[email protected]>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sbejaoui| image:: https://github.com/sbejaoui.png?size=40px
:target: https://github.com/sbejaoui
:alt: sbejaoui

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sbejaoui|

This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/18.0/partner_contract_anniversary>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions partner_contract_anniversary/__init__.py
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from . import models
27 changes: 27 additions & 0 deletions partner_contract_anniversary/__manifest__.py
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# Copyright 2019 ACSONE SA/NV
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Partner Contract Anniversary",
"summary": """
This addon add a field for first contract line start date and compute
contract anniversary date""",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"author": "ACSONE SA/NV, Odoo Community Association (OCA)",
"category": "marketing",
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Suggested change
"category": "marketing",
"category": "contract",

"website": "https://github.com/OCA/contract",
"depends": [
# OCA
"contract",
],
"external_dependencies": {
"python": ["psycopg2"],
},
"data": [
"views/res_partner.xml",
"data/cron.xml",
],
"maintainers": ["sbejaoui"],
"installable": True,
}
13 changes: 13 additions & 0 deletions partner_contract_anniversary/data/cron.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 ACSONE SA/NV
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="ir_cron_update_contract_anniversary" model="ir.cron">
<field name="name">Partners: Update Contract Anniversaries</field>
<field name="model_id" ref="base.model_res_partner" />
<field name="state">code</field>
<field name="code">model._cron_update_contract_anniversary()</field>
<field name="interval_number">12</field>
<field name="interval_type">months</field>
</record>
</odoo>
2 changes: 2 additions & 0 deletions partner_contract_anniversary/models/__init__.py
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from . import res_partner
from . import contract_line
22 changes: 22 additions & 0 deletions partner_contract_anniversary/models/contract_line.py
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# Copyright 2025 ACSONE SA/NV
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import api, models


class ContractContract(models.Model):
_inherit = "contract.line"

@api.model_create_multi
def create(self, vals_list):
records = super().create(vals_list)
# Update contract anniversary
self.env["res.partner"]._update_contract_anniversary(records.partner_id.ids)
return records

def write(self, values):
res = super().write(values)
# Update contract anniversary
if "start_date" in values:
self.env["res.partner"]._update_contract_anniversary(self.partner_id.ids)
return res
47 changes: 47 additions & 0 deletions partner_contract_anniversary/models/res_partner.py
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# Copyright 2019 ACSONE SA/NV
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from datetime import date

from odoo import fields, models


class ResPartner(models.Model):
_inherit = "res.partner"

first_contract_line_start_date = fields.Date(string="First Contract Date")
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Suggested change
first_contract_line_start_date = fields.Date(string="First Contract Date")
first_contract_line_start_date = fields.Date(string="First Contract Date", readonly=True)

contract_anniversary_date = fields.Date()
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Suggested change
contract_anniversary_date = fields.Date()
contract_anniversary_date = fields.Date(readonly=True)


def _update_contract_anniversary(self, partner_ids=None):
def _anniv(d: date, year: int) -> date:
try:
return d.replace(year=year)
except ValueError:
return date(year, 2, 28)

domain = [("is_canceled", "!=", True)]
if partner_ids:
domain.append(("partner_id", "in", partner_ids))
groups = self.env["contract.line"].read_group(
domain=[("is_canceled", "!=", True)],
fields=["date_start:min", "partner_id"],
groupby=["partner_id"],
)
first_start = {
g["partner_id"][0]: fields.Date.to_date(g["date_start"])
for g in groups
if g.get("date_start")
}
this_year = fields.Date.context_today(self).year
for p in self.env["res.partner"].browse(partner_ids):
d0 = first_start.get(p.id)
anniv = _anniv(d0, this_year) if d0 else False
p.write(
{
"first_contract_line_start_date": d0,
"contract_anniversary_date": anniv,
}
)

def _cron_update_contract_anniversary(self):
self._update_contract_anniversary()
3 changes: 3 additions & 0 deletions partner_contract_anniversary/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
2 changes: 2 additions & 0 deletions partner_contract_anniversary/readme/CONTRIBUTORS.md
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- Souheil BEJAOUI \<<[email protected]>\>
- Samir GUESMI \<<[email protected]>\>
2 changes: 2 additions & 0 deletions partner_contract_anniversary/readme/DESCRIPTION.md
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This module adds contract anniversary tracking to partner records, automatically calculating the first contract date and current year’s anniversary date.
It includes a dedicated Contracts tab in the partner form and allows filtering by anniversary dates, useful for renewals and customer relationship management.
17 changes: 17 additions & 0 deletions partner_contract_anniversary/readme/USAGE.md
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## Viewing Contract Dates

1. Navigate to **Contacts** → **Contacts**
2. Open any partner record
3. Click on the **Contracts** tab to view:
- **First Contract Date**: The earliest contract start date
- **Contract Anniversary Date**: This year's anniversary date (automatically calculated)

## Searching by Anniversary Date

1. Go to **Contacts** → **Contacts**
2. Click the **Filters** button
3. Select **Advanced Search**
4. Use the **Contract Anniversary Date** field to:
- Find contacts with anniversaries on specific dates
- Filter for upcoming anniversaries
- Identify contacts without contracts
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